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Category: Dynamics 365 CRM

AI Capability for Power Virtual Agents Walk-through for external website content

AI is now everywhere. In Power Virtual Agent, you can also use AI Capability to use Generative AI so that Chatbot can respond to the user. In Non-AI era, when a Chatbot receives non-identified phrase twice , it escalates the conversation with a real human agent. But instead of this now you can configure Generative…
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Trigger onchange event of DateTime field in power pages /power portal using JQuery

Handling change event in jQuery for Date Time fields is not straight forward like normal text fields. Use following method to handle onchange. Hope this helps.

Display List Actions inline in each row instead of dropdown on Power page using CSS

Add the below Span tags in your action labels. Next add below CSS in web page.

Automate BPF Stage Selection using Server Side Code Plugins with Related Entity Parent Child Scenario

In this Post, you will come to know how to Automatically Set the Active Stage and Move the stages automatically as per child record field update. Business Requirement There is a business use case, which tells that, there are two table Teacher (1) and Classes (N) . Every time a Teacher is created in the…
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Pass parameters to Model driven app form from Custom Page in Power Apps

You can Pass parameters to Model driven app form from Custom Page in Power Apps. Watch the video below to learn more. Hope this helps.

Plugin Development Best Practices in Dynamics 365/ Dataverse/ Power Apps

While developing Plugins in Dynamics 365/Dataverse you have to follow some important Best Practices as explained by Microsoft. Here is a list of Best Practices. Hope this helps.

Set Current View in Subgrid

you can set a current view using JavaScript. use below code. The object type code for the SavedQuery (1039) or UserQuery (4230) that represents the view the user can select. Hope this helps.

Auto Refresh Access Token with Web API request to Dataverse/ Dynamics CRM Web API C#

Auto Refresh Access Token with Web API request to Dataverse/ Dynamics CRM Web API C# . Read more in this article. hope this helps.

Entity Privilege Rule in Display Rule for Command buttons with Ribbon Workbench

In this post you will know how to hide command buttons by checking if a login user is having correct access level on a specific entity with proper privilege. In the below tutorial I have taken loan entity and displayed the demo. Watch the video.

Business Rule Execution Order in Dataverse Power Apps

As you know, You can create multiple Business Rules on same entity or table, its important to understand how the business rules are executing in order. Normally the Business Rules executes in order depending on the modified on field value. To check this, Navigate to advanced Find and do the query for Processes table and…
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Set Default Value v/s Set Field Value in Business Rule in Dataverse Power Apps Dynamics 365

Here I have explained Set Default Value v/s Set Field Value in Business Rule in Dataverse Power Apps Dynamics 365. watch the video below.

Open Child Form from parent form and prepopulate field in form javascript dataverse power apps

you can open a child table form and prepopulate field in child from parent record, use the below code. Here I am opening student enrollment form in create mode with prepopulate student lookup and other details.

Open record as popup dialog on command button click using JavaScript DataVerse power apps

To Open record as popup dialog on command button click using JavaScript DataVerse power apps use below code.

Open Entity List view as popup dialog in power apps DataVerse using JavaScript

If you want Open Entity List view as popup dialog in power apps data verse using JavaScript using command button then use below code. Here I am opening student view as popup.

Parallel wait in workflow for dynamics 365 power apps

you can use parallel wait for multiple business use cases. below video explains in details.

Use Record URL in Email using Workflow Dynamics 365/ Power Apps

You can Use Record URL in Email using Workflow Dynamics 365/ Power Apps so that User can click the link to open the record directly. In workflow, open send email property and in the body select a location and click Insert Hyperlink. In pop up window mention the link title and in URL add dynamic…
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Performance improvement in Power Apps Canvas APP

WATCH the video below to learn more.

[Solved] Portal provisioning failed. You can retry portal provisioning or contact Microsoft support if this issue persists. while creating power pages site or power portal

Sometimes if you get errors while creating a custom portal or power page website like below then follow the procedure to solve this. The ERROR: Resolution: To solve this issue, navigate to https://portal.azure.com/ and then navigate to Azure Active Directory. Click Users and select the user who is trying to create the Portal/ Power Page…
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Marketing content management in Dynamics 365

You can manage Images, videos and documents inside Dynamics 365 Marketing and tag them with keywords, so that you can use these library contents in marketing executions. Watch the below video for details walkthrough. Hope this helps.

[Solved] We’re having trouble communicating with the server – Event management registration Emulate payment

While Clicking Emulate Payment in Event Registration screen for demo marketing event, you can get below error. “We’re having trouble communicating with the server.” Check the resolution below. Resolution To resolve this add an Event Administration Settings record as below. In Marketing APP, navigate to Sitemap and select Settings then Event Administration and add new…
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Event Planning in Dynamics 365 Marketing

Event Planning is a very important module in Dynamics 365 Marketing. In event planning you can manage Events, Participants, Venue, Logistics & Sponsors. Below diagram gives a full picture of event management practice. The Event Management module includes many concepts required for organizing events, bootcamps etc. Read the below points to understand details configuration. Venue…
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Send Email using Email Templates with Power Automate Flow

You can send emails using Email Templates with Power Automate. Follow the below steps to use email templates with Power Automate. Step 1 – Configure the Email Template Navigate to Advanced Settings in Power Apps and choose Templates -> Email Templates. Create New Email Template with Template Type as Contact and Specify Subject and Body…
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Status and Status Reason fields in Dataverse Power Apps and Dynamics 365 and its usage

To understand more about status fields, why status and status reason both fields are there in dataverse and power apps watch the below video. hope this helps.

How to debug JavaScript in model-driven power apps and Dataverse

To Debug JavaScript code, you need to enable Developer mode in browser as scripts are client side codes and runs only on browsers. watch the below video to learn more. Hope this helps.

Perform unbound action power automate using Dataverse connector

When you want to call a custom Action (which are created specifically as Global/None) from power automate then you can use Perform unbound action step of Dataverse connector in Power Automate. If you want to call an entity specific custom action you can read this blog. To Call global action from Power Automate follow below…
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List Flows as Admin action using Flow management in Power Automate

You can use Flow Management connector to get the history of all flows from an environment for analysis and troubleshooting purposes. Follow below steps to use this connector and specific actions. STEP 1 – Create Instant/ Automated Flow Create an instant flow as trigger manual button click. Step 2 – Add a Connector called as…
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